Highland Capital Brokerage Acquires Hallett Financial Group And Quotacy: Highland Capital Brokerage
2022 JAN 21 (NewsRx) -- By a
The acquisitions of Hallett Financial and Quotacy - both of which had been owned and operated by veteran insurance industry leaders, brothers
Founded in 1990, Hallett Financial is a full-service, multi-carrier independent brokerage agency focusing on life, annuity, disability and long-term care products. The firm supports independent financial advisors and insurance producers to help them meet their clients’ needs.
Quotacy, established in 2014, provides consumers with an easy online shopping experience for term life insurance. The platform also provides consumers with access to more complex solutions such as whole life and disability insurance, as well as educational materials to assist them in choosing the best product for their needs.
Reinforcing Highland Capital’s Industry Leadership
“Combining Hallett Financial and Quotacy with
“And we have undertaken these transactions at a time when economic, demographic, technology and industry trends have made the delivery of financial solutions that protect assets and income crucially important to multiple segments of our population.”
Brands, Leadership and Strategy Going Forward
Going forward, Hallett Financial will become a
Highland, through Hallett Financial’s relationships with financial independent advisors and insurance producers, will be able to work with those professionals to serve customers outside of the footprint of the enterprise organizations that make up its traditional client base. Meanwhile, through Quotacy, Highland will be positioned to jump into the burgeoning direct-to-consumer market, which largely comprises younger, digital-native customers more accustomed to executing financial transactions online. Additionally, Quotacy, combined with Highland’s existing
The transactions closed on
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